Impact Partnership Wealth’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Impact Partnership Wealth’s Portfolio MINT Stock Details MINT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-71	Closed	-$7.08K	–	804
2023 Q4	$7.08K	Sell	71 -269	-79%	-$26.9K	﹤0.01%	540
2023 Q3	$34K	Buy	340 +9	+3%	+$898	0.01%	441
2023 Q2	$33K	Buy	+331	New	+$32.9K	0.01%	289

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Impact Partnership Wealth's MINT Position: Q1 2024 in Review

Impact Partnership Wealth sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024, closing a stake of 71 shares — an estimated $7.08K sold.

Impact Partnership Wealth first reported a position in MINT in Q2 2023 and held it in 3 quarters. The position peaked at $34K in Q3 2023. 629 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

Impact Partnership Wealth reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 71 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2024, an estimated $7.08K.
Impact Partnership Wealth first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $34K in Q3 2023.
629 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.